Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,250 | $75,962-45.7% | $154,108-73.2% | $64,173-35.7% |
| Participation rate | 70.0% | 70.4%-0.4pp | 83.0%-13.0pp | 69.6%+0.4pp |
| Annual return | -12.36% | 30.32%-42.7pp | 735.21%-747.6pp | 7.63%-20.0pp |
| Employer contribution / active EE | $996 | $3,350-70.3% | $5,298-81.2% | $2,381-58.2% |
| Participant deferral / active EE | $2,309 | $3,175-27.3% | $5,081-54.5% | $3,470-33.4% |
| Admin fee / account holder | $1,594 | $5,589-71.5% | $13,411-88.1% | $4,887-67.4% |